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226 W. Eldorado, Decatur, IL 62522 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2016-05-03 |
Branch Locations
207 W. Jefferson Street #101, Bloomington, IL 61701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ipi Wealth Management, Inc. | Bloomington | IL | 05/2016 | Present |
| Investment Planners, Inc. | Bloomington | IL | 05/2016 | Present |
1. OWNER/MANAGER- CRAIG PROPERTIES RESIDENTIAL APARTMENTS - P.O. BOX 725 BLOOMINGTON, IL 61702. WORKS LESS THAN 5 HOURS A MONTH SINCE 08/1994. NO HOURS SPENT DURING TRADING HOURS. 2. ALLIANZ LIFE - FIXED INDEXED ANNUITY TRAILS, SERVICE ONLY. 1 HOUR A MONTH, NONE DURING TRADING HOURS. 3. INSURANCE DESIGN NETWORK- Insurance Sales- 4-5 hours a month during trading hours. Will be working with Aaron Hays on insurance and long term care sales. 4. YOUNG MEN'S CLUB, DBA-YOUTH OPPORTUNITIES FOUNDATION BOARD. POSITION - President. NOT INVESTMENT RELATED. 1 HOURS PER MONTH DURING MARKET HOURS, 1 HOURS PER MONTH NON-MARKET HOURS. THIS IS A VOLUNTARY POSITION. START DATE: 7/30/2023.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-02 |
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